Position in FFIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,699,612
+$387,212 QoQ
Shares Held
4,086
-9.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#352
of 825 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026L2 Asset Management, LLC holds $47,783,823 across 17 Software - Infrastructure names. FFIV ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,796 | $15,963,763 | |
| 2 | NTAP |
NetApp, Inc.
|
89,426 | $13,839,567 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
18,497 | $2,431,060 | |
| 4 | CPAY |
Corpay, Inc.
|
6,374 | $2,124,262 | |
| 5 | GDDY |
GoDaddy Inc.
|
21,208 | $1,800,135 | |
| 6 | FFIV |
F5, Inc.
This page
|
4,086 | $1,699,612 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
13,655 | $1,593,128 | |
| 8 | PANW |
Palo Alto Networks Inc
|
4,633 | $1,579,945 |
All Filings in FFIV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699,612 | 4,086 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,312,400 | 4,536 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $489,956 | 1,516 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,389,396 | 5,218 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,917,554 | 11,602 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,389,830 | 10,853 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,579,004 | 9,168 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,025,681 | 5,410 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $943,045 | 5,269 | Shares | Sole | 2024-02-13 | |
| 2021-03-31 | $484,415 | 2,322 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $573,740 | 3,261 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $910,216 | 7,414 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $978,033 | 7,012 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $994,644 | 9,328 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||